Eric Kala CPWA®,CIMA®,CFP®,CBEC®,AEP®, RMA®,CLU®,ChFC®,CRPS® in

Eric Kala CPWA®,CIMA®,CFP®,CBEC®,AEP®, RMA®,CLU®,ChFC®,CRPS®

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CEO | Wealth Advisor at Avid Wealth Partners
📍 San Antonio, Texas, United States

Eric Kala is the CEO of Avid Wealth Partners, bringing over 17 years of experience in comprehensive financial planning for high-net-worth clients. A decorated expert with multiple certifications, he attended programs at The Wharton School and The University of Chicago Booth School of Business and has led his firm to be recognized in the INC 5000 three times.

Outside of his professional life, Eric is a U.S. Air Force veteran and an Eagle Scout, reflecting a deep-seated commitment to service and community. He is a dedicated family man, enjoying time with his wife and four children.

He is a multi-year recipient of the Forbes Best-In-State Top Financial Security Professional award.

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Experience
23 Years
Current Role
CEO | Wealth Advisor
Job Level
Leadership
Location
San Antonio, Texas, United States
Personality Overview

How Eric shows up

Communication Style
Decision Approach
Work Preference

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Priorities

Topics Eric cares about

High-Net-Worth Planning
Specializes in complex wealth management, business, and estate planning for affluent individuals, physicians, and entrepreneurs, holding advanced certifications like CPWA® and AEP®.
Physician Financial Health
Authored publications specifically on financial and disability income planning strategies for physicians and dentists, demonstrating a niche expertise in serving medical professionals.
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Career

Work history

7-2017
CEO | Wealth Advisor
Avid Wealth Partners
11-2008 - 7-2020
Wealth Management Advisor | Estate & Business Planning Advisor
Northwestern Mutual
2002 - 2007
Communication and Navigation Mission Systems Specialist
United States Air Force
In the press

Media appearances

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Education
2016 - 2016
IMCA Certified Investment Management Analyst Certification Program
The Wharton School
2017 - 2018
Certified Private Wealth Advisor® Program
The University of Chicago Booth School of Business
Social presence
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Behavioral profile

DISC profile (public)

DISC behavioral profile

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